|
826
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
–
|
-$250K
|
-5,029
|
Closed
|
|
|
827
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$237K
|
-4,769
|
Closed
|
|
|
828
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$229K
|
-4,599
|
Closed
|
|
|
829
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
–
|
-$227K
|
-4,560
|
Closed
|
|
|
830
|
Caprock Group
Boise,
Idaho
|
–
|
-$229K
|
-4,549
|
Closed
|
|
|
831
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$215K
|
-4,445
|
Closed
|
|
|
832
|
Congress Park Capital
Saratoga Springs,
New York
|
–
|
-$219K
|
-4,400
|
Closed
|
|
|
833
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
–
|
-$215K
|
-4,326
|
Closed
|
|
|
834
|
Epoch Investment Partners
New York
|
–
|
-$213K
|
-4,278
|
Closed
|
|
|
835
|
1ST Source Bank
South Bend,
Indiana
|
–
|
-$210K
|
-4,229
|
Closed
|
|
|
836
|
Wealth Architects
Mountain View,
California
|
–
|
-$208K
|
-4,177
|
Closed
|
|
|
837
|
MidWestOne Financial Group
Iowa City,
Iowa
|
–
|
-$207K
|
-4,160
|
Closed
|
|
|
838
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$201K
|
-4,031
|
Closed
|
|
|
839
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$177K
|
-3,566
|
Closed
|
|
|
840
|
KB Financial Partners
Princeton,
New Jersey
|
–
|
-$147K
|
-2,962
|
Closed
|
|
|
841
|
Barrett Asset Management
New York
|
–
|
-$96K
|
-1,920
|
Closed
|
|
|
842
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$94K
|
-1,875
|
Closed
|
|
|
843
|
Anfield Capital Management
Irvine,
California
|
–
|
-$55K
|
-1,100
|
Closed
|
|
|
844
|
Perkins Coie Trust Company
Seattle,
Washington
|
–
|
-$46K
|
-920
|
Closed
|
|
|
845
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
-$43.7K
|
-870
|
Closed
|
|
|
846
|
ADE LLC
Baltimore,
Maryland
|
–
|
-$32K
|
-642
|
Closed
|
|
|
847
|
Ford Financial Group
Fresno,
California
|
–
|
-$19K
|
-400
|
Closed
|
|
|
848
|
Savior LLC
Wellesley Hills,
Massachusetts
|
–
|
-$16K
|
-330
|
Closed
|
|
|
849
|
Cypress Point Wealth Management
Dallas,
Texas
|
–
|
-$15K
|
-300
|
Closed
|
|
|
850
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
–
|
-$12K
|
-244
|
Closed
|
|
